- Zurich NA (San Antonio, TX)
- …the organization's appetite, balanced with sound business opportunity. + Make agent/ broker /customer and on-sight calls with a planned and well-prepared purpose. + ... a qualified list of opportunities 90 to 120 days prior to effective date. + Update required systems with...effective date. + Update required systems with details of broker / client visits and account status within specified… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …and operational data + Drive strategic project work tied to business growth, broker optimization, trading performance, and organizational design + Serve as a go-to ... + Integration of diverse data sources + Familiarity with the insurance brokerage, E&S, or wholesale distribution space (preferred) **CERTIFICATIONS, LICENSES,… more
- The Cigna Group (Austin, TX)
- …to deliver compelling and valuable solutions to present to our clients and broker partners. The NSD is also responsible for relationship management with external ... will focus on clients over 3000 lives and take into consideration broker relationships, growth strategies, competitive intel, local trends, and core product… more
- Centene Corporation (San Antonio, TX)
- …responsible for driving enrollment growth by executing strategic initiatives across assigned broker and agency partners. Focused on the Affordable Care Act (ACA) ... Individual Marketplace, this role cultivates strong agency and broker relationships, delivers training, ensures compliance, and supports the implementation of… more
- Charles Schwab (Westlake, TX)
- …planning across the corporation and its subsidiaries, including our bank and broker -dealers. We monitor and ensure adherence to regulatory ratios including the ... have. + 7+ years of related work experience + Prior people leader experience preferred + Deep expertise in...finance and knowledge of liquidity risk management at a broker dealer. + Regulatory financial reporting, and experience in… more
- CVS Health (Austin, TX)
- …who help us build our Aetna's Specialty Division business via the broker distribution channels for Dental/Vision products covering for the small group segment ... + Must reside in commuting distance of the Market. + Health & Life Insurance license. + Proficiency in Microsoft Office, Excel and PowerPoint. + Strong business… more
- Robert Half Finance & Accounting (Dallas, TX)
- …* Review the companies' financial progress, comparing results with the prior year actual results. This includes submitting recommendations for corrective action ... firm. * Responsible for the monthly net capital computation of the related Broker /Dealer, and the quarterly preparation of information needed for FINRA filings. *… more
- Zurich NA (Houston, TX)
- …Financial Services, Risk Management, or Insurance area + Zurich Certified Insurance Apprentice, including Associate Degree and no prior experience in the ... + Self-directed to meet deadlines + Multi-tasking skills + 5% Travel + Prior Commercial Insurance Underwriting experience 1-2 years. At Zurich, compensation for… more
- Shell (Houston, TX)
- …arrangements, such as framework agreements, ISDAs, Delegated Reporting agreements, Broker agreements, Service Level Agreements etc. ensuring compliance with both ... (participating companies as listed in the Summary Plan Description), insurance coverage options include medical, dental, vision coverage, life...the right to do so at any time, including prior to the advertised closing date. Before applying, you… more
- Bank of America (Plano, TX)
- …other client record and indicative data.Job expectations also include reviewing insurance adequacy, monitoring evidence of insurance and maintaining ... ensure efficient and high quality loan processing + Contact client/agent/ broker to resolve items out of compliance. + Gives...systems of record for continued monitoring of collateral and insurance . + Work in a paperless environment and adhere… more